{"id":250395,"date":"2025-09-18T20:12:22","date_gmt":"2025-09-19T01:12:22","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=250395"},"modified":"2025-10-08T08:13:06","modified_gmt":"2025-10-08T13:13:06","slug":"pipeline_management","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/zh_TW\/crm-and-sales-zh\/pipeline_management\/","title":{"rendered":"\u4ec0\u9ebc\u662f Pipeline Management\uff08\u92b7\u552e\u6d41\u7a0b\u7ba1\u7406\uff09\uff1f"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":250396,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"\u60f3\u63d0\u5347\u696d\u7e3e\u5c31\u8981\u61c2 Pipeline Management\uff01\u5b8c\u6574\u89e3\u6790\u92b7\u552e\u6d41\u7a0b\u516b\u5927\u968e\u6bb5\uff0c\u642d\u914d\u4e94\u5927\u7ba1\u7406\u6280\u5de7\uff0c\u5e6b\u4f60\u7cbe\u6e96\u8ffd\u8e64\u5546\u6a5f\u3001\u63d0\u5347\u6210\u4ea4\u7387\uff0c\u5718\u968a\u6548\u7387\u8207\u71df\u6536\u540c\u6b65\u5927\u5e45\u5347\u7d1a\uff01","monday_item_id":11238817814,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[14065],"tags":[],"class_list":["post-250395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales-zh"],"acf":{"parse_from_google_doc":false,"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>\u6703\u8cfa\u9322\u7684\u516c\u53f8\u90fd\u6709\u4e00\u500b\u5171\u901a\u9ede\u2014\u2014\u4ed6\u5011\u8d85\u6703\u898f\u5283\uff01\u4ed6\u5011\u4e0d\u53ea\u77e5\u9053\u9019\u500b\u6708\u80fd\u9032\u591a\u5c11\u5e33\uff0c\u9084\u80fd\u9810\u6e2c\u4e0b\u4e00\u5b63\u6703\u6709\u591a\u5c11\u696d\u7e3e\u9032\u4f86\u3002\u4ed6\u5011\u4e5f\u61c2\u5f97\u600e\u9ebc\u628a\u4eba\u529b\u3001\u8cc7\u6e90\u5206\u914d\u7d66\u92b7\u552e\u3001\u884c\u92b7\u548c\u5ba2\u670d\uff0c\u8b93\u6bcf\u4e00\u4f4d\u5ba2\u6236\u548c\u6f5b\u5728\u5ba2\u6236\u90fd\u5c0d\u54c1\u724c\u6709\u597d\u5370\u8c61\uff0c\u751f\u610f\u81ea\u7136\u4e00\u55ae\u63a5\u4e00\u55ae\u3002<\/p>\n<p>\u9019\u4e00\u5207\u7684\u95dc\u9375\uff0c\u5c31\u5728\u65bc\u4ed6\u5011\u6709\u5728\u7ba1\u300c\u92b7\u552e\u6d41\u7a0b\u300d\u3002<\/p>\n<p>\u9019\u7bc7\u6587\u7ae0\u6703\u5e36\u4f60\u641e\u61c2\u4ec0\u9ebc\u662f pipeline \u7ba1\u7406\u3001\u8a72\u600e\u9ebc\u505a\u597d\u5b83\uff0c\u9084\u6703\u4ecb\u7d39\u4e00\u4e0b monday CRM \u600e\u9ebc\u8b93\u9019\u4ef6\u4e8b\u8b8a\u5f97\u8d85\u7c21\u55ae\u3002<\/p>\n<p><span data-sheets-root=\"1\"><a class=\"cta-button blue-button\" aria-label=\"\u8a66\u7528 monday CRM\" href=\"https:\/\/monday.com\/lang\/zh-tw\" target=\"_self\">\u8a66\u7528 monday CRM<\/a><\/span><\/p>\n"}]},{"main_heading":"\u4ec0\u9ebc\u662f\u92b7\u552e\u6d41\u7a0b\uff08Sales Pipeline\uff09\uff1f","content_block":[{"acf_fc_layout":"text","content":"<p>\u7c21\u55ae\u8aaa\uff0c\u92b7\u552e\u6d41\u7a0b\u5c31\u662f\u6bcf\u500b\u6f5b\u5728\u5ba2\u6236\u5f9e\u7b2c\u4e00\u6b21\u63a5\u89f8\u3001\u8ac7\u6210\u4ea4\u3001\u5230\u552e\u5f8c\u670d\u52d9\u7684\u5b8c\u6574\u65c5\u7a0b\u3002\u53ea\u8981\u6d41\u7a0b\u8a2d\u8a08\u5f97\u7576\uff0c\u4f60\u5c31\u80fd\u628a\u6240\u6709\u92b7\u552e\u6a5f\u6703\u6e05\u695a\u8ffd\u8e64\uff0c\u8b93\u672c\u4f86\u6df7\u4e82\u7684\u92b7\u552e\u7bc0\u594f\u8b8a\u5f97\u8d85\u6709\u689d\u7406\u3002\u70ba\u4ec0\u9ebc\u8981\u5efa\u7acb\u92b7\u552e\u6d41\u7a0b\uff1f\u4f86\u770b\u770b\u4e09\u500b\u95dc\u9375\u597d\u8655\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>\u4e00\u773c\u5c31\u770b\u61c2\u6bcf\u500b\u6848\u5b50\u9032\u5ea6<\/b>\uff1a\u7528\u5716\u50cf\u65b9\u5f0f\u5448\u73fe\u6bcf\u4f4d\u6f5b\u5728\u5ba2\u6236\u73fe\u5728\u5728\u54ea\u4e00\u968e\u6bb5\uff0c\u696d\u52d9\u770b\u4e86\u8d85\u6e05\u695a\uff0c\u54ea\u500b\u6848\u5b50\u5feb\u6210\u4ea4\u3001\u54ea\u500b\u8981\u8ffd\u9032\u5ea6\uff0c\u99ac\u4e0a\u6709\u65b9\u5411\u3002<\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/monday.com\/blog\/zh_TW\/project-management-zh\/team_collaboration_tips\/\"><b>\u5718\u968a\u5408\u4f5c<\/b><\/a><b>\u4e0d\u5361\u95dc<\/b>\uff1a\u6d41\u7a0b\u6e05\u695a\uff0c\u6bcf\u500b\u4eba\u90fd\u77e5\u9053\u8f2a\u5230\u81ea\u5df1\u8981\u505a\u4ec0\u9ebc\u3001\u505a\u5b8c\u8981\u4ea4\u7d66\u8ab0\uff0c\u4e0d\u7528\u4f86\u56de\u6e9d\u901a\u534a\u5929\uff0c\u6548\u7387\u5927\u63d0\u5347\u3002<\/li>\n<li style=\"font-weight: 400;\"><b>\u66f4\u6703\u9810\u6e2c\u696d\u7e3e<\/b>\uff1a\u77e5\u9053\u6bcf\u4e00\u968e\u6bb5\u6709\u5e7e\u7b46\u6848\u5b50\u3001\u6210\u4ea4\u6a5f\u7387\u5927\u6982\u591a\u5c11\uff0c\u5c31\u80fd\u66f4\u6e96\u78ba\u9810\u4f30\u672a\u4f86\u7684\u71df\u6536\u548c\u4eba\u529b\u5206\u914d\uff0c\u4e0d\u518d\u778e\u731c\uff01<\/li>\n<\/ul>\n"}]},{"main_heading":"\u4ec0\u9ebc\u662f\u92b7\u552e\u6d41\u7a0b\u7ba1\u7406\uff08Pipeline Management\uff09\uff1f","content_block":[{"acf_fc_layout":"text","content":"<p>\u6240\u8b02\u7684 pipeline \u7ba1\u7406\uff0c\u5176\u5be6\u5c31\u662f\u5728\u7ba1\u6574\u689d\u300c\u5f9e\u63a5\u89f8\u5ba2\u6236\u5230\u6210\u4ea4\u300d\u9019\u6bb5\u65c5\u7a0b\u3002\u4f60\u8981\u505a\u7684\u4e0d\u53ea\u662f\u770b\u5ba2\u6236\u9032\u5230\u54ea\u4e00\u6b65\uff0c\u9084\u5f97\u96a8\u6642\u8abf\u6574\u7b56\u7565\uff0c\u8b93\u6574\u689d\u92b7\u552e\u6d41\u7a0b\u8dd1\u5f97\u66f4\u9806\u3001\u66f4\u5feb\u3001\u66f4\u8cfa\u9322\u3002<\/p>\n<p>\u7c21\u55ae\u8aaa\uff0c\u9019\u4ef6\u4e8b\u5305\u542b\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>\u628a\u6d41\u7a0b\u5206\u968e\u6bb5\u4f86\u770b\uff0c\u770b\u54ea\u88e1\u5361\u4f4f\u4e86<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u7528\u6578\u64da\u6307\u6a19\u4f86\u770b\u6bcf\u4e00\u968e\u6bb5\u7684\u8868\u73fe\u597d\u4e0d\u597d<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u628a\u4eba\u529b\u548c\u8cc7\u6e90\u653e\u5230\u6700\u9700\u8981\u7684\u5730\u65b9\uff0c\u4e0d\u6d6a\u8cbb<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u5b9a\u671f\u66f4\u65b0\u6d41\u7a0b\u8cc7\u6599\uff0c\u4e0d\u8b93\u8cc7\u8a0a\u904e\u6642<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u770b\u5373\u6642\u6578\u64da\u5e6b\u52a9\u4f60\u7576\u4e0b\u505a\u51fa\u66f4\u597d\u7684\u6c7a\u7b56<\/b><\/li>\n<\/ul>\n<p>\u53ea\u8981 pipeline \u7ba1\u5f97\u597d\uff0c\u92b7\u552e\u6548\u7387\u3001\u5ba2\u6236\u9ad4\u9a57\u3001\u71df\u6536\u90fd\u80fd\u4e00\u8d77\u5347\u7d1a\uff01<\/p>\n<p><span data-sheets-root=\"1\"><a class=\"cta-button blue-button\" aria-label=\"\u8a66\u7528 monday CRM\" href=\"https:\/\/monday.com\/lang\/zh-tw\" target=\"_self\">\u8a66\u7528 monday CRM<\/a><\/span><\/p>\n"}]},{"main_heading":"\u92b7\u552e\u6d41\u7a0b\u7684 8 \u500b\u91cd\u8981\u968e\u6bb5\uff0c\u4f60\u771f\u7684\u90fd\u8dd1\u5c0d\u4e86\u55ce\uff1f","content_block":[{"acf_fc_layout":"text","content":"<p>\u60f3\u628a pipeline \u7ba1\u597d\uff0c\u95dc\u9375\u5c31\u662f\u77e5\u9053\u600e\u9ebc\u5e36\u9818\u6f5b\u5728\u5ba2\u6236\uff0c\u4e00\u6b65\u4e00\u6b65\u5f80\u6210\u4ea4\u7684\u65b9\u5411\u8d70\u3002\u5176\u5be6 pipeline \u8ddf\u5b8c\u6574\u7684\u92b7\u552e\u6d41\u7a0b\u5e7e\u4e4e\u4e00\u6a21\u4e00\u6a23\uff0c\u4e0b\u9762\u9019 8 \u500b\u968e\u6bb5\u5c31\u662f\u4f60\u8981\u638c\u63e1\u7684\u6bcf\u4e00\u6b65\uff1a<\/p>\n<h3><b>1. \u627e\u540d\u55ae\uff08Prospecting\uff09<\/b><\/h3>\n<p>\u4e00\u5207\u5f9e\u627e\u4eba\u958b\u59cb\uff01\u4f60\u5f97\u5148\u6316\u6398\u6709\u8208\u8da3\u7684\u6f5b\u5728\u5ba2\u6236\uff0c\u53ef\u80fd\u662f\u505a\u5e02\u5834\u8abf\u67e5\u3001\u5728\u793e\u7fa4\u4e0a\u6536\u96c6\u540d\u55ae\u3001\u8b93\u4eba\u586b\u8868\u55ae\u3001\u9760\u670b\u53cb\u4ecb\u7d39\u3001\u6216\u662f\u5bc4\u964c\u751f\u958b\u767c\u4fe1\u7b49\uff0c\u91cd\u9ede\u5c31\u662f\u5148\u628a\u6709\u53ef\u80fd\u6210\u4ea4\u7684\u4eba\u6293\u51fa\u4f86\u3002<\/p>\n<h3><b>2. \u8a55\u4f30\u6f5b\u529b\uff08Lead qualification\uff09<\/b><\/h3>\n<p>\u540d\u55ae\u6709\u4e86\uff0c\u4e0d\u4ee3\u8868\u6bcf\u4e00\u4f4d\u90fd\u503c\u5f97\u82b1\u6642\u9593\u3002\u9019\u6642\u4f60\u8981\u9032\u884c\u300c\u904e\u6ffe\u300d\uff0c\u770b\u5c0d\u65b9\u6709\u6c92\u6709\u9810\u7b97\u3001\u6709\u6c92\u6709\u6c7a\u7b56\u6b0a\u3001\u662f\u4e0d\u662f\u771f\u7684\u6709\u9700\u6c42\uff0c\u73fe\u5728\u662f\u4e0d\u662f\u6210\u4ea4\u7684\u6642\u6a5f\uff0c\u9019\u4e9b\u90fd\u8981\u8a55\u4f30\u6e05\u695a\u3002<\/p>\n<h3><b>3. \u7b2c\u4e00\u6b21\u63a5\u89f8\uff08Initial contact\uff09<\/b><\/h3>\n<p>\u9019\u6642\u5019\u53ef\u4ee5\u958b\u59cb\u4e3b\u52d5\u806f\u7d61\u6f5b\u5728\u5ba2\u6236\u4e86\uff0c\u4e0d\u7528\u4e00\u958b\u59cb\u5c31\u786c\u63a8\u7522\u54c1\uff0c\u5148\u804a\u804a\u5c0d\u65b9\u7684\u60c5\u6cc1\uff0c\u770b\u770b\u4ed6\u5011\u9047\u5230\u4ec0\u9ebc\u554f\u984c\uff0c\u7576\u6210\u662f\u8490\u96c6\u8cc7\u8a0a\u7684\u597d\u6a5f\u6703\u3002<\/p>\n<h3><b>4. \u57f9\u990a\u611f\u60c5\uff08Nurturing\uff09<\/b><\/h3>\n<p>\u9019\u968e\u6bb5\u6709\u9ede\u50cf\u5728\u300c\u990a\u5ba2\u300d\u3002\u53ef\u80fd\u8981\u82b1\u597d\u5e7e\u6b21\u901a\u8a71\u3001\u6703\u8b70\uff0c\u624d\u80fd\u6162\u6162\u8b93\u5c0d\u65b9\u5c0d\u4f60\u6709\u4fe1\u4efb\u611f\uff0c\u4e5f\u8b93\u4f60\u66f4\u4e86\u89e3\u4ed6\u5011\u771f\u6b63\u7684\u75db\u9ede\u5728\u54ea\uff0c\u9019\u6a23\u4f60\u624d\u80fd\u7cbe\u6e96\u51fa\u62db\u3002<\/p>\n<h3><b>5. \u9001\u51fa\u63d0\u6848\uff08Proposal\uff09<\/b><\/h3>\n<p>\u7b49\u4f60\u771f\u7684\u4e86\u89e3\u5ba2\u6236\u7684\u9700\u6c42\u5f8c\uff0c\u5c31\u8a72\u7aef\u51fa\u8aa0\u610f\u5566\uff01\u6e96\u5099\u4e00\u4efd\u91cf\u8eab\u6253\u9020\u7684\u63d0\u6848\uff0c\u6e05\u695a\u8aaa\u660e\u4f60\u7684\u7522\u54c1\u600e\u9ebc\u5e6b\u4ed6\u5011\u89e3\u6c7a\u554f\u984c\uff0c\u529f\u80fd\u3001\u6548\u76ca\u90fd\u8981\u8b1b\u5230\u9ede\u4e0a\u3002<\/p>\n<h3><b>6. \u8ac7\u5224\u6642\u9593\uff08Negotiation or objection handling\uff09<\/b><\/h3>\n<p>\u6709\u6642\u5ba2\u6236\u6703\u5c0d\u50f9\u683c\u3001\u5167\u5bb9\u6216\u689d\u6b3e\u63d0\u51fa\u4fee\u6539\uff0c\u9019\u6642\u5c31\u8981\u9032\u5165\u8ac7\u5224\u3002\u8655\u7406\u7570\u8b70\u3001\u8abf\u6574\u7d30\u7bc0\uff0c\u8b93\u96d9\u65b9\u90fd\u80fd\u63a5\u53d7\u662f\u95dc\u9375\u3002<\/p>\n<h3><b>7. \u6210\u4ea4\uff08Closing\uff09<\/b><\/h3>\n<p>\u8ac7\u59a5\u4e86\u5c31\u4f86\u7c3d\u55ae\uff01\u4e00\u4efd\u6b63\u5f0f\u5408\u7d04\u6216\u8a02\u55ae\u4ee3\u8868\u9019\u7b46\u4ea4\u6613\u5b8c\u6210\uff0c\u6709\u4e9b\u516c\u53f8\u4e5f\u6703\u5728\u9019\u6642\u628a\u5ba2\u6236\u8f49\u4ea4\u7d66\u5ba2\u670d\u5718\u968a\uff0c\u9032\u5165\u5f8c\u7e8c\u7684\u5c0e\u5165\u8207\u95dc\u4fc2\u7dad\u8b77\u968e\u6bb5\u3002<\/p>\n<h3><b>8. \u552e\u5f8c\u8ddf\u9032\uff08Post-sales\uff09<\/b><\/h3>\n<p>\u6210\u4ea4\u4e0d\u662f\u7d50\u675f\uff0c\u800c\u662f\u4e0b\u4e00\u500b\u958b\u59cb\u3002\u9019\u968e\u6bb5\u53ef\u4ee5\u56de\u8a2a\u5ba2\u6236\uff0c\u770b\u4ed6\u5011\u7528\u5f97\u600e\u9ebc\u6a23\uff0c\u6709\u6c92\u6709\u65b0\u7684\u9700\u6c42\uff0c\u751a\u81f3\u6709\u6a5f\u6703\u505a\u4e8c\u6b21\u92b7\u552e\u3001\u4ea4\u53c9\u92b7\u552e\u3002\u9019\u4e5f\u662f\u6536\u96c6\u56de\u994b\u3001\u512a\u5316\u7522\u54c1\u548c\u92b7\u552e\u7b56\u7565\u7684\u9ec3\u91d1\u6642\u6a5f\uff01<\/p>\n"}]},{"main_heading":"\u8ab0\u8a72\u4f86\u7ba1 pipeline\uff1f\u9019\u4e0d\u662f\u4e00\u500b\u4eba\u7684\u4e8b","content_block":[{"acf_fc_layout":"text","content":"<p>\u8981\u628a pipeline \u7ba1\u597d\uff0c\u771f\u7684\u9700\u8981\u7d30\u5fc3\u53c8\u6709\u7d00\u5f8b\u3002\u800c\u9019\u6a23\u7684\u8cac\u4efb\uff0c\u6700\u9069\u5408\u4ea4\u7d66\u4ee5\u4e0b\u9019\u4e9b\u4eba\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>\u7b2c\u4e00\u7dda\u696d\u52d9\u4eba\u54e1\uff08Sales reps\uff09<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u696d\u52d9\u7d93\u7406\u6216\u5ba2\u6236\u7d93\u7406\uff08Sales &amp; Account Managers\uff09<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u696d\u52d9\u4e3b\u4efb\u6216\u5ba2\u6236\u4e3b\u4efb\uff08Account Executives\uff09<\/b><\/li>\n<li style=\"font-weight: 400;\"><b>\u5e36\u968a\u7684\u4e3b\u7ba1\uff08Team Leads\uff09<\/b><\/li>\n<\/ul>\n<p>\u7576\u6bcf\u500b\u696d\u52d9\u90fd\u80fd\u8ca0\u8cac\u81ea\u5df1\u624b\u4e0a\u7684 pipeline\uff0c\u4e0d\u4f46\u6d41\u7a0b\u66f4\u9806\uff0c\u4e3b\u7ba1\u4e5f\u80fd\u628a\u66f4\u591a\u7cbe\u529b\u653e\u5728\u8655\u7406\u5ba2\u6236\u7684\u7591\u616e\u3001\u63a7\u7ba1\u98a8\u96aa\u3001\u9084\u6709\u5e6b\u6574\u500b\u5718\u968a\u5347\u7d1a\u92b7\u552e\u80fd\u529b\u4e0a\u3002\u5927\u5bb6\u5206\u5de5\u660e\u78ba\uff0c\u6548\u7387\u81ea\u7136\u5c31\u8d77\u4f86\u4e86\uff01<\/p>\n<p><span data-sheets-root=\"1\"><a class=\"cta-button blue-button\" aria-label=\"\u8a66\u7528 monday CRM\" href=\"https:\/\/monday.com\/lang\/zh-tw\" target=\"_self\">\u8a66\u7528 monday CRM<\/a><\/span><\/p>\n"}]},{"main_heading":"\u7ba1\u597d pipeline \u7684 5 \u500b\u5c0f\u6487\u6b65\uff0c\u5e6b\u4f60\u7a69\u7a69\u885d\u696d\u7e3e","content_block":[{"acf_fc_layout":"text","content":"<p>\u96d6\u7136\u7ba1\u7406 pipeline \u4e0d\u662f\u4e00\u6574\u5929\u90fd\u8981\u9ecf\u8457\u7684\u5de5\u4f5c\uff0c\u4f46\u8981\u771f\u7684\u628a\u5b83\u73a9\u5f97\u597d\uff0c\u4f60\u9084\u662f\u5f97\u5b9a\u671f\u76ef\u3001\u52e4\u5feb\u8abf\u6574\u3002\u4e0b\u9762\u9019 5 \u500b\u5be6\u6230\u6280\u5de7\uff0c\u80fd\u5e6b\u4f60\u628a pipeline \u7ba1\u5f97\u53c8\u9806\u53c8\u6709\u7e3e\u6548\uff01<\/p>\n<h3><b>1. \u5ba2\u6236\u540d\u55ae\u8981\u4e00\u76f4\u6316\uff0c\u4e0d\u80fd\u9b06\u61c8<\/b><\/h3>\n<p>\u4f60\u53ef\u80fd\u89ba\u5f97\u300c\u627e\u540d\u55ae\u300d\u9019\u4ef6\u4e8b\u5f88\u57fa\u672c\uff0c\u4f46\u5f88\u591a\u696d\u52d9\u4e00\u770b\u5230\u81ea\u5df1 pipeline \u88e1\u585e\u6eff\u4e86\uff0c\u5c31\u6703\u958b\u59cb\u653e\u6162\u8173\u6b65\u3002\u932f\uff01\u771f\u6b63\u7684\u9ad8\u624b\u662f pipeline \u770b\u8d77\u4f86\u518d\u6eff\uff0c\u4e5f\u7167\u6a23\u4e0d\u505c\u627e\u65b0\u6a5f\u6703\uff0c\u9019\u6a23\u624d\u80fd\u78ba\u4fdd\u6848\u5b50\u4e00\u76f4\u9032\u3001\u76ee\u6a19\u8f15\u9b06\u7834\u3001\u9084\u80fd\u5237\u65b0\u696d\u7e3e\u7d00\u9304\uff01<\/p>\n<h3><b>2. \u8ddf\u9032\u8981\u8b8a\u6210\u65e5\u5e38\uff0c\u4e0d\u80fd\u9760\u5fc3\u60c5<\/b><\/h3>\n<p>\u73fe\u5728\u65e9\u5c31\u4e0d\u662f\u300c\u6253\u4e00\u901a\u96fb\u8a71\u5c31\u7c3d\u55ae\u300d\u7684\u5e74\u4ee3\u4e86\u3002\u6839\u64da Databox \u7684\u7814\u7a76\uff0c\u5e73\u5747\u4e00\u7b46\u4ea4\u6613\u8981\u8dd1 2.1 \u500b\u6708\uff0cB2B SaaS \u696d\u52d9\u66f4\u53ef\u80fd\u62d6\u5230 2.5 \u500b\u6708\u3002\u800c\u4e14\u6f5b\u5728\u5ba2\u6236\u6bcf\u5929\u90fd\u88ab\u96fb\u8a71\u3001email\u3001\u79c1\u8a0a\u3001\u5ee3\u544a\u72c2\u8f5f\u731b\u70b8\uff0c\u4f60\u7684\u8ddf\u9032\u8981\u5920\u6709\u8010\u5fc3\u3001\u5920\u6709\u50f9\u503c\uff0c\u624d\u6709\u6a5f\u6703\u5f9e\u96dc\u8a0a\u4e2d\u812b\u7a4e\u800c\u51fa\u3002<\/p>\n<p>\u50cf monday CRM \u5c31\u80fd\u5e6b\u4f60\u8a2d\u5b9a\u63d0\u9192\uff0c\u8b93\u4f60\u81ea\u52d5\u77e5\u9053\u4ec0\u9ebc\u6642\u5019\u8a72\u8ddf\u9032\u8ab0\uff0c\u6d41\u7a0b\u8dd1\u8d77\u4f86\u66f4\u9806\u3002<\/p>\n<h3><b>3. <\/b><a href=\"https:\/\/monday.com\/blog\/zh_TW\/project-management-zh\/smart_kpi\/\"><b>KPI<\/b><\/a><b> \u4e0d\u7528\u8ffd\u4e00\u5806\uff0c\u6293\u5c0d\u5e7e\u500b\u5c31\u5920\u4e86<\/b><\/h3>\n<p>\u80fd\u8ffd\u7684\u6307\u6a19\u8d85\u591a\uff0c\u4f46\u4f60\u4e0d\u9700\u8981\u6bcf\u500b\u90fd\u770b\uff0c\u9078\u5e7e\u500b\u5c0d\u5718\u968a\u8ddf\u516c\u53f8\u771f\u7684\u6709\u5e6b\u52a9\u3001\u5927\u5bb6\u770b\u5f97\u61c2\u7684\u6700\u91cd\u8981\u3002\u4ee5\u4e0b\u9019\u5e7e\u500b KPI \u503c\u5f97\u7d0d\u5165\u4f60\u7684 pipeline \u7ba1\u7406\u4e2d\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>\u92b7\u552e\u63a8\u9032\u901f\u5ea6<\/b>\uff1a\u6f5b\u5728\u5ba2\u6236\u5728\u6d41\u7a0b\u4e2d\u8dd1\u591a\u5feb<\/li>\n<li style=\"font-weight: 400;\"><b>\u5e73\u5747\u6210\u4ea4\u91d1\u984d<\/b>\uff1a\u4e00\u6bb5\u6642\u9593\u5167\u6210\u4ea4\u7684\u5e73\u5747\u50f9\u503c<\/li>\n<li style=\"font-weight: 400;\"><b>pipeline \u7e3d\u50f9\u503c<\/b>\uff1a\u76ee\u524d pipeline \u88e1\u6240\u6709\u6848\u5b50\u7684\u7e3d\u91d1\u984d<\/li>\n<li style=\"font-weight: 400;\"><b>\u6210\u4ea4\u7387<\/b>\uff1a\u6210\u4ea4\u7684\u6bd4\u4f8b\u9ad8\u4e0d\u9ad8<\/li>\n<li style=\"font-weight: 400;\"><b>\u56de\u61c9\u901f\u5ea6<\/b>\uff1a\u4f60\u591a\u5feb\u56de\u61c9\u6f5b\u5728\u5ba2\u6236\u7684\u7b2c\u4e00\u6b21\u8a62\u554f<\/li>\n<\/ul>\n<p>\u9019\u4e9b\u6578\u5b57\u4e0d\u53ea\u662f\u5831\u8868\u597d\u770b\u7528\u7684\uff0c\u9084\u80fd\u5e6b\u4f60\u6293\u51fa\u512a\u5316\u7a7a\u9593\uff0c\u6253\u901a\u6bcf\u500b\u92b7\u552e\u74f6\u9838\uff01<\/p>\n<h3><b>4. \u628a\u91cd\u8907\u5de5\u4f5c\u4ea4\u7d66\u81ea\u52d5\u5316\u4f86\u505a<\/b><\/h3>\n<p>\u5fb7\u570b\u7d93\u6fdf\u5b78\u5bb6 E.F. Schumacher \u66fe\u8aaa\u904e\u4e00\u53e5\u8d85\u6709\u611f\u7684\u8a71\uff1a\u300c\u4efb\u4f55\u81ea\u4ee5\u70ba\u8070\u660e\u7684\u4eba\u90fd\u80fd\u628a\u4e8b\u60c5\u641e\u5f97\u53c8\u5927\u53c8\u8907\u96dc\uff0c\u4f46\u771f\u6b63\u8070\u660e\u7684\u4eba\uff0c\u662f\u6562\u628a\u4e8b\u60c5\u8b8a\u7c21\u55ae\u7684\u4eba\u3002\u300d<\/p>\n<p>\u6c92\u932f\uff01\u7c21\u55ae\u6700\u96e3\uff0c\u4e5f\u6700\u53b2\u5bb3\u3002<br \/>\n\u4f60\u7684\u696d\u52d9\u662f\u4f86\u8ac7\u55ae\u7684\uff0c\u4e0d\u662f\u4f86\u641e\u884c\u653f\u96dc\u52d9\u7684\uff0c\u9019\u6642\u5019\u5c31\u8a72\u5584\u7528\u81ea\u52d5\u5316\u5566\uff01<\/p>\n<p>\u8209\u500b\u4f8b\u5b50\uff1a\u7576\u67d0\u500b\u6f5b\u5728\u5ba2\u6236\u7684\u300c\u8a55\u5206\u300d\u5230\u9054\u4f60\u8a2d\u5b9a\u7684\u6a19\u6e96\u6642\uff0c\u7cfb\u7d71\u5c31\u6703\u81ea\u52d5\u767c\u901a\u77e5\u7d66\u8ca0\u8cac\u7684\u696d\u52d9\uff0c\u63d0\u9192\u4ed6\u8a72\u51fa\u624b\u4e86\u3002\u4e0d\u7528\u4eba\u5de5\u4e00\u500b\u4e00\u500b\u8ffd\u8e64\uff0c\u6548\u7387\u77ac\u9593\u5347\u7d1a\u3002<\/p>\n<h3><b>5. pipeline \u4e0d\u6574\u7406\uff0c\u5c31\u6703\u8d8a\u4f86\u8d8a\u300c\u5047\u8c61\u300d<\/b><\/h3>\n<p>\u5982\u679c\u4f60\u9577\u671f\u4e0d\u6574\u7406 pipeline\uff0c\u5b83\u5c31\u6703\u8b8a\u5f97\u50cf\u5783\u573e\u5806\u4e00\u6a23\uff0c\u4e00\u5806\u65e9\u5c31\u6c92\u5e0c\u671b\u7684\u6848\u5b50\u9084\u64fa\u5728\u90a3\u88e1\uff0c\u770b\u8d77\u4f86\u5f88\u8c50\u6eff\uff0c\u5176\u5be6\u4e00\u6233\u5c31\u7834\u3002<\/p>\n<p>\u60f3\u50cf\u4e00\u4e0b\uff0c\u4f60\u53bb\u5e74\u5831\u4e86\u4e00\u5f35 $8,000 \u7684\u63d0\u6848\u7d66\u4e00\u500b\u5ba2\u6236\uff0c\u7d50\u679c\u5c0d\u65b9\u5f9e\u90a3\u4e4b\u5f8c\u5c31\u50cf\u4eba\u9593\u84b8\u767c\u4e00\u6a23\uff0c\u4e0d\u63a5\u96fb\u8a71\u3001\u4e0d\u56de\u4fe1\u3001\u793e\u7fa4\u8a0a\u606f\u5df2\u8b80\u4e0d\u56de\u3002\u8001\u5be6\u8aaa\uff0c\u9019\u55ae\u5927\u6982\u65e9\u5c31\u6c92\u6551\u4e86\u2014\u2014\u53ef\u80fd\u8208\u8da3\u6c92\u4e86\u3001\u9810\u7b97\u7528\u5149\u4e86\uff0c\u751a\u81f3\u65e9\u5c31\u8cb7\u5225\u4eba\u7684\u6771\u897f\u4e86\u3002<\/p>\n<p>\u5982\u679c\u4f60\u9084\u628a\u9019\u55ae\u64fa\u5728 pipeline \u88e1\uff0c\u6bcf\u500b\u6708\u90fd\u7b97\u9032\u53bb\uff0c\u53ea\u6703\u8b93\u4f60\u7684\u92b7\u552e\u9810\u6e2c\u770b\u8d77\u4f86\u5f88\u7f8e\uff0c\u7d50\u679c\u537b\u5b8c\u5168\u4e0d\u6e96\u3002<br \/>\n\u8070\u660e\u7684\u505a\u6cd5\u662f\uff1a\u8a72\u6e05\u7684\u6e05\u6389\uff0c\u628a\u9019\u985e\u6848\u5b50\u5148\u5f9e\u6e05\u55ae\u79fb\u9664\uff0c\u8a2d\u500b\u63d0\u9192\uff0c\u5e7e\u500b\u6708\u5f8c\u518d\u4f86\u95dc\u5fc3\u4ed6\u662f\u4e0d\u662f\u91cd\u65b0\u6709\u8208\u8da3\u3002<\/p>\n"}]},{"main_heading":"\u60f3\u628a pipeline \u7ba1\u597d\uff1f\u8b93 monday CRM \u5e6b\u4f60\u8d85\u524d\u90e8\u7f72\uff01","content_block":[{"acf_fc_layout":"text","content":"<p>\u8981\u505a\u597d pipeline \u7ba1\u7406\uff0c\u6700\u95dc\u9375\u7684\u4e0d\u662f\u300c\u7528\u529b\u505a\u300d\uff0c\u800c\u662f\u8981\u6709\u4e00\u5957\u80fd\u91cd\u8907\u8907\u88fd\u3001\u7a69\u7a69\u51fa\u6210\u679c\u7684\u6d41\u7a0b\u3002\u9019\u6642\u5019\uff0c\u4f60\u5c31\u9700\u8981\u4e00\u500b\u5920\u5f37\u5927\u3001\u5920\u76f4\u89ba\u7684\u5de5\u5177\uff0c\u5e6b\u4f60\u4e00\u76ee\u4e86\u7136\u5730\u638c\u63e1\u6bcf\u500b\u92b7\u552e\u968e\u6bb5\uff0c\u4e26\u4e3b\u52d5\u8ffd\u8e64\u90a3\u4e9b\u6700\u6709\u53ef\u80fd\u6210\u4ea4\u7684\u6a5f\u6703\u3002<\/p>\n<p><b>monday CRM<\/b> \u5c31\u662f\u5c08\u70ba\u92b7\u552e\u8207\u5c0d\u5ba2\u5718\u968a\u8a2d\u8a08\u7684\u7cfb\u7d71\uff0c\u5b83\u5efa\u69cb\u5728 monday.com \u7684 Work OS \u5e73\u53f0\u4e0a\uff0c\u4e0d\u53ea\u4ecb\u9762\u597d\u7528\uff0c\u529f\u80fd\u9084\u8d85\u5b8c\u6574\uff0c\u8b93\u4f60\u628a pipeline \u7ba1\u5f97\u7cbe\u6e96\u53c8\u5230\u4f4d\u3002<\/p>\n<h3><b>\u81ea\u5e36\u52d5\u614b\u66f4\u65b0\u7684\u8cc7\u6599\u770b\u677f<\/b><\/h3>\n<p>\u8ddf\u5176\u4ed6 <a href=\"https:\/\/monday.com\/blog\/zh_TW\/crm-and-sales-zh\/crm_system_recommendation\/\">CRM<\/a> \u7cfb\u7d71\u6bd4\u8d77\u4f86\uff0cmonday CRM \u6700\u5927\u7684\u4eae\u9ede\u4e4b\u4e00\u5c31\u662f\u5b83\u6709\u9810\u8a2d\u597d\u7684 entity boards\uff08\u8cc7\u6599\u770b\u677f\uff09\uff0c\u4f60\u4e0d\u7528\u81ea\u5df1\u4e00\u500b\u500b\u62c9\u5831\u8868\u3002\u53ea\u8981\u4f60\u9001\u51fa\u4e00\u4efd\u63d0\u6848\u3001\u6216\u6210\u4ea4\u4e00\u7b46\u6848\u5b50\uff0c\u7cfb\u7d71\u5c31\u6703\u81ea\u52d5\u66f4\u65b0\u5100\u8868\u677f\u548c\u5831\u544a\uff0c\u5e6b\u4f60\u628a\u6240\u6709\u9032\u5ea6\u3001\u6578\u64da\u90fd\u540c\u6b65\u8d77\u4f86\uff0c\u4e0d\u6015\u8cc7\u8a0a\u843d\u5f8c\u3001\u4e5f\u4e0d\u7528\u91cd\u8907\u8f38\u5165\uff0c\u8d85\u65b9\u4fbf\uff01<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250404\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-1024x581.png\" alt=\"\" width=\"1024\" height=\"581\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-1024x581.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-300x170.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-768x436.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-1536x871.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>\u81ea\u52d5\u5316\u7701\u529b\u795e\u5668\uff0c\u8a72\u4ea4\u7d66\u7cfb\u7d71\u505a\u7684\u5c31\u4ea4\u51fa\u53bb\uff01<\/b><\/h3>\n<p>\u5728 monday CRM \u88e1\uff0c\u4f60\u53ef\u4ee5\u8a2d\u5b9a\u5f88\u591a\u300c\u53ea\u8981\u767c\u751f\u67d0\u4ef6\u4e8b\uff0c\u5c31\u5e6b\u6211\u81ea\u52d5\u505a\u67d0\u4ef6\u4e8b\u300d\u7684\u689d\u4ef6\u52d5\u4f5c\u3002\u50cf\u662f\uff1a\u67d0\u500b\u6f5b\u5728\u5ba2\u6236\u7684\u72c0\u614b\u6539\u8b8a\u4e86\uff0c\u5c31\u81ea\u52d5\u5206\u6d3e\u7d66\u67d0\u4f4d\u696d\u52d9\u3001\u6216\u628a\u4ed6\u79fb\u5230\u4e0b\u4e00\u968e\u6bb5\uff0c\u5b8c\u5168\u4e0d\u7528\u4eba\u5de5\u8655\u7406\u3002<\/p>\n<p>\u800c\u4e14\u66f4\u731b\u7684\u662f\uff0cmonday CRM \u80fd\u6574\u5408\u4f60\u73fe\u6709 tech stack \u88e1\u8d85\u904e 72 \u7a2e\u5e38\u898b\u5de5\u5177\u3002\u610f\u601d\u5c31\u662f\uff0c\u90a3\u4e9b\u8d85\u7d1a\u7121\u804a\u7684\u91cd\u8907\u6027\u5de5\u4f5c\uff0c\u50cf\u662f\u8a18\u9304\u806f\u7d61\u7d00\u9304\u3001\u56de\u8986\u72c0\u614b\u8b8a\u66f4\u9019\u4e9b\uff0c\u90fd\u80fd\u8b93\u7cfb\u7d71\u81ea\u52d5\u8dd1\uff0c\u4e0d\u7528\u4f60\u591a\u82b1\u6642\u9593\u3002<\/p>\n<p>\u8209\u500b\u4f8b\u5b50\uff1a\u4f60\u53ef\u4ee5\u8a2d\u5b9a\uff0c\u53ea\u8981\u6f5b\u5728\u5ba2\u6236\u6253\u958b\u4f60\u7528 Gmail \u5bc4\u51fa\u53bb\u7684\u4fe1\uff0c\u7cfb\u7d71\u5c31\u81ea\u52d5\u5e6b\u4f60\u8a18\u4e00\u7b46\u4e92\u52d5\u7d00\u9304\uff0c\u5b8c\u5168\u4e0d\u7528\u4f60\u624b\u52d5\u66f4\u65b0\uff01<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250412\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-1024x518.png\" alt=\"\" width=\"1024\" height=\"518\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-1024x518.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-300x152.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-768x389.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-1536x778.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>\u51fa\u9580\u5728\u5916\u4e5f\u4e0d\u6f0f\u63a5\u9032\u5ea6\uff0c\u884c\u52d5\u7248 CRM \u8d85\u65b9\u4fbf<\/b><\/h3>\n<p>\u73fe\u5728\u505a\u696d\u52d9\uff0c\u600e\u9ebc\u53ef\u80fd\u9084\u53ea\u80fd\u5750\u5728\u96fb\u8166\u524d\uff1f\u7528 <b>monday CRM<\/b>\uff0c\u4f60\u5c31\u80fd\u5728\u8def\u4e0a\u63a5\u96fb\u8a71\u3001\u767c email\uff0c\u751a\u81f3\u6703\u8b70\u7d00\u9304\u4e5f\u81ea\u52d5\u5e6b\u4f60\u5b58\u597d\uff0c\u4e0d\u7528\u518d\u624b\u5beb\u7b46\u8a18\u3002<\/p>\n<p>\u6700\u68d2\u7684\u662f\uff0c\u6240\u6709\u8cc7\u6599\u90fd\u96c6\u4e2d\u5728\u4e00\u500b\u5730\u65b9\uff0c\u4e0d\u6703\u6563\u843d\u4e00\u5806\u7cfb\u7d71\uff0c\u4f46\u4f60\u53ea\u8981\u62ff\u51fa\u624b\u6a5f\uff0c\u5c31\u80fd\u5373\u6642\u67e5\u8a62\uff0c\u5ba2\u6236\u4e92\u52d5\u7d00\u9304\u3001\u901a\u8a71\u5167\u5bb9\u3001\u6703\u8b70\u6458\u8981\u901a\u901a\u6709\uff0c\u8d85\u7d1a\u65b9\u4fbf\uff01<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250420\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-1024x658.png\" alt=\"\" width=\"1024\" height=\"658\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-1024x658.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-300x193.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-768x493.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-1536x987.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>\u92b7\u552e\u72c0\u6cc1\u4e00\u76ee\u4e86\u7136\uff0c\u900f\u660e\u5ea6\u7206\u8868<\/b><\/h3>\n<p>\u5728 monday CRM \u88e1\uff0c\u4f60\u53ef\u4ee5\u5f9e\u6f5b\u5728\u5ba2\u6236\u4e00\u958b\u59cb\u9032\u5165 pipeline\uff0c\u5230\u6700\u5f8c\u6210\u4ea4\u3001\u552e\u5f8c\uff0c\u5168\u6d41\u7a0b\u90fd\u80fd\u8f15\u9b06\u638c\u63a7\u3002\u8cc7\u6599\u4e00\u6e05\u4e8c\u695a\uff0c\u8a72\u770b\u4ec0\u9ebc\u5c31\u6709\u4ec0\u9ebc\uff0c\u5b8c\u5168\u4e0d\u7528\u76f2\u731c\u3002<\/p>\n<p>\u4f60\u53ef\u4ee5\u9078\u7528\u300c\u6f0f\u6597\u5716\u300d\u4f86\u770b\u6bcf\u500b\u968e\u6bb5\u7684\u8f49\u63db\u7387\uff0c\u770b\u770b\u54ea\u88e1\u5361\u55ae\uff1b\u4e5f\u53ef\u4ee5\u7528\u300c\u4ea4\u6613\u968e\u6bb5\u5c0f\u5de5\u5177\u300d\uff0c\u4e00\u6b21\u770b\u6e05 pipeline \u88e1\u6240\u6709\u6848\u5b50\u7684\u72c0\u614b\uff0c\u8d85\u76f4\u89ba\u3002<\/p>\n<p>monday CRM \u88e1\u9762\u6709\u8d85\u904e 27 \u7a2e\u5100\u8868\u677f\u6aa2\u8996\u65b9\u5f0f\u300136 \u7a2e\u6b04\u4f4d\u683c\u5f0f\u300125 \u7a2e\u4e92\u52d5\u5c0f\u5de5\u5177\uff0c\u4f60\u53ef\u4ee5\u4f9d\u7167\u81ea\u5df1\u7684\u5de5\u4f5c\u7fd2\u6163\uff0c\u81ea\u8a02\u6210\u4f60\u6700\u719f\u6089\u3001\u6700\u9806\u624b\u7684\u7ba1\u7406\u756b\u9762\uff0c\u8b93\u6bcf\u4e00\u7b46\u5546\u6a5f\u90fd\u5728\u4f60\u7684\u638c\u63a7\u4e4b\u4e2d\u3002<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250428\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/4-13-1024x530.png\" alt=\"\" width=\"1024\" height=\"530\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/4-13-1024x530.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/4-13-300x155.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/4-13-768x398.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/4-13-1536x795.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/4-13.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>AI \u5e6b\u4f60\u5927\u91cf\u5bc4\u4fe1\uff0c\u9084\u80fd\u4e00\u5c01\u5c01\u500b\u4eba\u5316\u8d85\u8cbc\u5fc3<\/b><\/h3>\n<p>\u5728 monday CRM \u88e1\uff0cAI \u65e9\u5c31\u5e6b\u4f60\u6e96\u5099\u597d\u5566\uff01\u4f60\u53ef\u4ee5\u4e00\u6b21\u5bc4\u4e0a\u5343\u5c01 email \u7d66 pipeline \u88e1\u7684\u6f5b\u5728\u5ba2\u6236\uff0c\u800c\u4e14\u53b2\u5bb3\u7684\u662f\u2014\u2014\u6bcf\u5c01\u4fe1\u90fd\u80fd\u6839\u64da\u5ba2\u6236\u8cc7\u6599\uff0c\u81ea\u52d5\u5ba2\u88fd\u5316\u5167\u5bb9\uff0c\u5b8c\u5168\u4e0d\u50cf\u7f50\u982d\u4fe1\uff01<\/p>\n<p>\u9019\u529f\u80fd\u8d85\u9069\u5408\u5fd9\u788c\u7684\u696d\u52d9\u5718\u968a\uff0c\u4e0d\u53ea\u80fd\u7701\u4e0b\u5927\u91cf\u6642\u9593\uff0c\u8f49\u63db\u7387\u9084\u66f4\u9ad8\uff0c\u8b93\u4f60\u8f15\u9b06\u958b\u767c\u3001\u5feb\u901f\u63a8\u9032\uff0c\u6548\u7387\u76f4\u63a5\u98c6\u5347\u3002<\/p>\n<p>\u6e96\u5099\u597d\u6574\u7406\u4f60\u7684 pipeline\u3001\u8b93\u696d\u7e3e\u9806\u5230\u7206\u4e86\u55ce\uff1f\u514d\u8cbb\u8a66\u7528 monday CRM\uff0c\u73fe\u5728\u5c31\u4e0a\u624b\uff01<\/p>\n<p><span data-sheets-root=\"1\"><a class=\"cta-button blue-button\" aria-label=\"\u8a66\u7528 monday CRM\" href=\"https:\/\/monday.com\/lang\/zh-tw\" target=\"_self\">\u8a66\u7528 monday CRM<\/a><\/span><\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p><span data-sheets-root=\"1\"><div class=\"accordion faq\" id=\"faq-987\">\n  <h2 class=\"accordion__heading section-title text-left\">\u5e38\u898b\u554f\u984c<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-987\" href=\"#q-987-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">\u70ba\u4ec0\u9ebc pipeline \u7ba1\u7406\u9019\u9ebc\u91cd\u8981\uff1f        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-987-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-987\">\n      <p>\u56e0\u70ba\u5b83\u5c31\u50cf\u4f60\u7684\u92b7\u552e\u96f7\u9054\uff01\u900f\u904e pipeline \u7ba1\u7406\uff0c\u4f60\u53ef\u4ee5\u96a8\u6642\u8ffd\u8e64\u5718\u968a\u8868\u73fe\u3001\u6f5b\u5728\u5ba2\u6236\u7684\u72c0\u6cc1\uff0c\u751a\u81f3\u6e05\u695a\u77e5\u9053\u662f\u54ea\u500b\u6d41\u7a0b\u968e\u6bb5\u5728\u767c\u529f\u3001\u53c8\u662f\u54ea\u88e1\u5728\u5361\u4f4f\u3002\u9019\u6a23\u624d\u80fd\u505a\u51fa\u6b63\u78ba\u8abf\u6574\uff0c\u8b93\u6574\u500b\u5718\u968a\u5f80\u5c0d\u7684\u65b9\u5411\u63a8\u9032\uff01<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-987\" href=\"#q-987-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">pipeline \u5728\u5546\u696d\u88e1\u5230\u5e95\u662f\u4ec0\u9ebc\uff1f        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-987-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-987\">\n      <p>\u7c21\u55ae\u4f86\u8aaa\uff0cpipeline \u5c31\u662f\u4e00\u7cfb\u5217\u6703\u4e00\u6b65\u6b65\u628a\u4f60\u5e36\u5230\u76ee\u6a19\u7684\u6d41\u7a0b\u3002\u5728\u92b7\u552e\u88e1\uff0c\u5b83\u5c31\u662f\u628a\u6f5b\u5728\u5ba2\u6236\u5f9e\u300c\u6709\u8208\u8da3\u300d\u4e00\u8def\u990a\u5230\u300c\u6210\u4ea4\u300d\uff0c\u50cf\u4e00\u689d\u8def\uff0c\u4e5f\u50cf\u4e00\u500b\u92b7\u552e\u6f0f\u6597\u3002\u6709\u4e9b\u4eba\u7fd2\u6163\u7528\u6c34\u5e73\u65b9\u5f0f\u770b\u6d41\u7a0b\uff0c\u6709\u4e9b\u4eba\u559c\u6b61\u5782\u76f4\uff0c\u600e\u9ebc\u6392\u90fd\u884c\uff0c\u91cd\u9ede\u662f\u80fd\u770b\u61c2\u54ea\u88e1\u8a72\u63a8\u3001\u54ea\u88e1\u8a72\u88dc\uff01<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-987\" href=\"#q-987-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">pipeline \u7ba1\u7406\u662f\u4e00\u7a2e\u5c08\u696d\u55ce\uff1f        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-987-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-987\">\n      <p>\u7576\u7136\u662f\u554a\uff01\u8981\u7ba1\u597d pipeline \u53ef\u4e0d\u53ea\u662f\u62c9\u540d\u55ae\u90a3\u9ebc\u7c21\u55ae\uff0c\u9084\u8981\u61c2\u5f97\u770b\u6578\u64da\u3001\u8a02\u76ee\u6a19\u3001\u6293 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\u5c31\u662f\u4e00\u7cfb\u5217\u6703\u4e00\u6b65\u6b65\u628a\u4f60\u5e36\u5230\u76ee\u6a19\u7684\u6d41\u7a0b\u3002\u5728\u92b7\u552e\u88e1\uff0c\u5b83\u5c31\u662f\u628a\u6f5b\u5728\u5ba2\u6236\u5f9e\u300c\u6709\u8208\u8da3\u300d\u4e00\u8def\u990a\u5230\u300c\u6210\u4ea4\u300d\uff0c\u50cf\u4e00\u689d\u8def\uff0c\u4e5f\u50cf\u4e00\u500b\u92b7\u552e\u6f0f\u6597\u3002\u6709\u4e9b\u4eba\u7fd2\u6163\u7528\u6c34\u5e73\u65b9\u5f0f\u770b\u6d41\u7a0b\uff0c\u6709\u4e9b\u4eba\u559c\u6b61\u5782\u76f4\uff0c\u600e\u9ebc\u6392\u90fd\u884c\uff0c\u91cd\u9ede\u662f\u80fd\u770b\u61c2\u54ea\u88e1\u8a72\u63a8\u3001\u54ea\u88e1\u8a72\u88dc\uff01<\/p>\n"},{"question":"pipeline \u7ba1\u7406\u662f\u4e00\u7a2e\u5c08\u696d\u55ce\uff1f","answer":"<p>\u7576\u7136\u662f\u554a\uff01\u8981\u7ba1\u597d pipeline \u53ef\u4e0d\u53ea\u662f\u62c9\u540d\u55ae\u90a3\u9ebc\u7c21\u55ae\uff0c\u9084\u8981\u61c2\u5f97\u770b\u6578\u64da\u3001\u8a02\u76ee\u6a19\u3001\u6293 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\u8ca0\u8cac\u4eba\u4f86\u4e3b\u5c0e\uff0c\u662f\u4e00\u9580\u5f88\u6709\u50f9\u503c\u7684\u6280\u80fd\uff01<\/p>\n"}]}],"activate_cta_banner":false,"banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"custom_schema_code":"","content_doc":"<p>\u6703\u8cfa\u9322\u7684\u516c\u53f8\u90fd\u6709\u4e00\u500b\u5171\u901a\u9ede\u2014\u2014\u4ed6\u5011\u8d85\u6703\u898f\u5283\uff01\u4ed6\u5011\u4e0d\u53ea\u77e5\u9053\u9019\u500b\u6708\u80fd\u9032\u591a\u5c11\u5e33\uff0c\u9084\u80fd\u9810\u6e2c\u4e0b\u4e00\u5b63\u6703\u6709\u591a\u5c11\u696d\u7e3e\u9032\u4f86\u3002\u4ed6\u5011\u4e5f\u61c2\u5f97\u600e\u9ebc\u628a\u4eba\u529b\u3001\u8cc7\u6e90\u5206\u914d\u7d66\u92b7\u552e\u3001\u884c\u92b7\u548c\u5ba2\u670d\uff0c\u8b93\u6bcf\u4e00\u4f4d\u5ba2\u6236\u548c\u6f5b\u5728\u5ba2\u6236\u90fd\u5c0d\u54c1\u724c\u6709\u597d\u5370\u8c61\uff0c\u751f\u610f\u81ea\u7136\u4e00\u55ae\u63a5\u4e00\u55ae\u3002<\/p>\n<p>\u9019\u4e00\u5207\u7684\u95dc\u9375\uff0c\u5c31\u5728\u65bc\u4ed6\u5011\u6709\u5728\u7ba1\u300c\u92b7\u552e\u6d41\u7a0b\u300d\u3002<\/p>\n<p>\u9019\u7bc7\u6587\u7ae0\u6703\u5e36\u4f60\u641e\u61c2\u4ec0\u9ebc\u662f pipeline \u7ba1\u7406\u3001\u8a72\u600e\u9ebc\u505a\u597d\u5b83\uff0c\u9084\u6703\u4ecb\u7d39\u4e00\u4e0b monday CRM \u600e\u9ebc\u8b93\u9019\u4ef6\u4e8b\u8b8a\u5f97\u8d85\u7c21\u55ae\u3002<\/p>\n<p><b>Try monday CRM<\/b><\/p>\n<h2><b>\u4ec0\u9ebc\u662f\u92b7\u552e\u6d41\u7a0b\uff08Sales Pipeline\uff09\uff1f<\/b><\/h2>\n<p>\u7c21\u55ae\u8aaa\uff0c\u92b7\u552e\u6d41\u7a0b\u5c31\u662f\u6bcf\u500b\u6f5b\u5728\u5ba2\u6236\u5f9e\u7b2c\u4e00\u6b21\u63a5\u89f8\u3001\u8ac7\u6210\u4ea4\u3001\u5230\u552e\u5f8c\u670d\u52d9\u7684\u5b8c\u6574\u65c5\u7a0b\u3002\u53ea\u8981\u6d41\u7a0b\u8a2d\u8a08\u5f97\u7576\uff0c\u4f60\u5c31\u80fd\u628a\u6240\u6709\u92b7\u552e\u6a5f\u6703\u6e05\u695a\u8ffd\u8e64\uff0c\u8b93\u672c\u4f86\u6df7\u4e82\u7684\u92b7\u552e\u7bc0\u594f\u8b8a\u5f97\u8d85\u6709\u689d\u7406\u3002\u70ba\u4ec0\u9ebc\u8981\u5efa\u7acb\u92b7\u552e\u6d41\u7a0b\uff1f\u4f86\u770b\u770b\u4e09\u500b\u95dc\u9375\u597d\u8655\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>\u4e00\u773c\u5c31\u770b\u61c2\u6bcf\u500b\u6848\u5b50\u9032\u5ea6<\/b>\uff1a\u7528\u5716\u50cf\u65b9\u5f0f\u5448\u73fe\u6bcf\u4f4d\u6f5b\u5728\u5ba2\u6236\u73fe\u5728\u5728\u54ea\u4e00\u968e\u6bb5\uff0c\u696d\u52d9\u770b\u4e86\u8d85\u6e05\u695a\uff0c\u54ea\u500b\u6848\u5b50\u5feb\u6210\u4ea4\u3001\u54ea\u500b\u8981\u8ffd\u9032\u5ea6\uff0c\u99ac\u4e0a\u6709\u65b9\u5411\u3002<\/li>\n<li style=\"font-weight: 400\"><a href=\"https:\/\/monday.com\/blog\/zh_TW\/project-management-zh\/team_collaboration_tips\/\"><b>\u5718\u968a\u5408\u4f5c<\/b><\/a><b>\u4e0d\u5361\u95dc<\/b>\uff1a\u6d41\u7a0b\u6e05\u695a\uff0c\u6bcf\u500b\u4eba\u90fd\u77e5\u9053\u8f2a\u5230\u81ea\u5df1\u8981\u505a\u4ec0\u9ebc\u3001\u505a\u5b8c\u8981\u4ea4\u7d66\u8ab0\uff0c\u4e0d\u7528\u4f86\u56de\u6e9d\u901a\u534a\u5929\uff0c\u6548\u7387\u5927\u63d0\u5347\u3002<\/li>\n<li style=\"font-weight: 400\"><b>\u66f4\u6703\u9810\u6e2c\u696d\u7e3e<\/b>\uff1a\u77e5\u9053\u6bcf\u4e00\u968e\u6bb5\u6709\u5e7e\u7b46\u6848\u5b50\u3001\u6210\u4ea4\u6a5f\u7387\u5927\u6982\u591a\u5c11\uff0c\u5c31\u80fd\u66f4\u6e96\u78ba\u9810\u4f30\u672a\u4f86\u7684\u71df\u6536\u548c\u4eba\u529b\u5206\u914d\uff0c\u4e0d\u518d\u778e\u731c\uff01<\/li>\n<\/ul>\n<h2><b>\u4ec0\u9ebc\u662f\u92b7\u552e\u6d41\u7a0b\u7ba1\u7406\uff08Pipeline Management\uff09\uff1f<\/b><\/h2>\n<p>\u6240\u8b02\u7684 pipeline \u7ba1\u7406\uff0c\u5176\u5be6\u5c31\u662f\u5728\u7ba1\u6574\u689d\u300c\u5f9e\u63a5\u89f8\u5ba2\u6236\u5230\u6210\u4ea4\u300d\u9019\u6bb5\u65c5\u7a0b\u3002\u4f60\u8981\u505a\u7684\u4e0d\u53ea\u662f\u770b\u5ba2\u6236\u9032\u5230\u54ea\u4e00\u6b65\uff0c\u9084\u5f97\u96a8\u6642\u8abf\u6574\u7b56\u7565\uff0c\u8b93\u6574\u689d\u92b7\u552e\u6d41\u7a0b\u8dd1\u5f97\u66f4\u9806\u3001\u66f4\u5feb\u3001\u66f4\u8cfa\u9322\u3002<\/p>\n<p>\u7c21\u55ae\u8aaa\uff0c\u9019\u4ef6\u4e8b\u5305\u542b\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>\u628a\u6d41\u7a0b\u5206\u968e\u6bb5\u4f86\u770b\uff0c\u770b\u54ea\u88e1\u5361\u4f4f\u4e86<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u7528\u6578\u64da\u6307\u6a19\u4f86\u770b\u6bcf\u4e00\u968e\u6bb5\u7684\u8868\u73fe\u597d\u4e0d\u597d<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u628a\u4eba\u529b\u548c\u8cc7\u6e90\u653e\u5230\u6700\u9700\u8981\u7684\u5730\u65b9\uff0c\u4e0d\u6d6a\u8cbb<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u5b9a\u671f\u66f4\u65b0\u6d41\u7a0b\u8cc7\u6599\uff0c\u4e0d\u8b93\u8cc7\u8a0a\u904e\u6642<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u770b\u5373\u6642\u6578\u64da\u5e6b\u52a9\u4f60\u7576\u4e0b\u505a\u51fa\u66f4\u597d\u7684\u6c7a\u7b56<\/b><\/li>\n<\/ul>\n<p>\u53ea\u8981 pipeline \u7ba1\u5f97\u597d\uff0c\u92b7\u552e\u6548\u7387\u3001\u5ba2\u6236\u9ad4\u9a57\u3001\u71df\u6536\u90fd\u80fd\u4e00\u8d77\u5347\u7d1a\uff01<\/p>\n<p><b>Try monday CRM<\/b><\/p>\n<h2><b>\u92b7\u552e\u6d41\u7a0b\u7684 8 \u500b\u91cd\u8981\u968e\u6bb5\uff0c\u4f60\u771f\u7684\u90fd\u8dd1\u5c0d\u4e86\u55ce\uff1f<\/b><\/h2>\n<p>\u60f3\u628a pipeline \u7ba1\u597d\uff0c\u95dc\u9375\u5c31\u662f\u77e5\u9053\u600e\u9ebc\u5e36\u9818\u6f5b\u5728\u5ba2\u6236\uff0c\u4e00\u6b65\u4e00\u6b65\u5f80\u6210\u4ea4\u7684\u65b9\u5411\u8d70\u3002\u5176\u5be6 pipeline \u8ddf\u5b8c\u6574\u7684\u92b7\u552e\u6d41\u7a0b\u5e7e\u4e4e\u4e00\u6a21\u4e00\u6a23\uff0c\u4e0b\u9762\u9019 8 \u500b\u968e\u6bb5\u5c31\u662f\u4f60\u8981\u638c\u63e1\u7684\u6bcf\u4e00\u6b65\uff1a<\/p>\n<h3><b>1. \u627e\u540d\u55ae\uff08Prospecting\uff09<\/b><\/h3>\n<p>\u4e00\u5207\u5f9e\u627e\u4eba\u958b\u59cb\uff01\u4f60\u5f97\u5148\u6316\u6398\u6709\u8208\u8da3\u7684\u6f5b\u5728\u5ba2\u6236\uff0c\u53ef\u80fd\u662f\u505a\u5e02\u5834\u8abf\u67e5\u3001\u5728\u793e\u7fa4\u4e0a\u6536\u96c6\u540d\u55ae\u3001\u8b93\u4eba\u586b\u8868\u55ae\u3001\u9760\u670b\u53cb\u4ecb\u7d39\u3001\u6216\u662f\u5bc4\u964c\u751f\u958b\u767c\u4fe1\u7b49\uff0c\u91cd\u9ede\u5c31\u662f\u5148\u628a\u6709\u53ef\u80fd\u6210\u4ea4\u7684\u4eba\u6293\u51fa\u4f86\u3002<\/p>\n<h3><b>2. \u8a55\u4f30\u6f5b\u529b\uff08Lead qualification\uff09<\/b><\/h3>\n<p>\u540d\u55ae\u6709\u4e86\uff0c\u4e0d\u4ee3\u8868\u6bcf\u4e00\u4f4d\u90fd\u503c\u5f97\u82b1\u6642\u9593\u3002\u9019\u6642\u4f60\u8981\u9032\u884c\u300c\u904e\u6ffe\u300d\uff0c\u770b\u5c0d\u65b9\u6709\u6c92\u6709\u9810\u7b97\u3001\u6709\u6c92\u6709\u6c7a\u7b56\u6b0a\u3001\u662f\u4e0d\u662f\u771f\u7684\u6709\u9700\u6c42\uff0c\u73fe\u5728\u662f\u4e0d\u662f\u6210\u4ea4\u7684\u6642\u6a5f\uff0c\u9019\u4e9b\u90fd\u8981\u8a55\u4f30\u6e05\u695a\u3002<\/p>\n<h3><b>3. \u7b2c\u4e00\u6b21\u63a5\u89f8\uff08Initial contact\uff09<\/b><\/h3>\n<p>\u9019\u6642\u5019\u53ef\u4ee5\u958b\u59cb\u4e3b\u52d5\u806f\u7d61\u6f5b\u5728\u5ba2\u6236\u4e86\uff0c\u4e0d\u7528\u4e00\u958b\u59cb\u5c31\u786c\u63a8\u7522\u54c1\uff0c\u5148\u804a\u804a\u5c0d\u65b9\u7684\u60c5\u6cc1\uff0c\u770b\u770b\u4ed6\u5011\u9047\u5230\u4ec0\u9ebc\u554f\u984c\uff0c\u7576\u6210\u662f\u8490\u96c6\u8cc7\u8a0a\u7684\u597d\u6a5f\u6703\u3002<\/p>\n<h3><b>4. \u57f9\u990a\u611f\u60c5\uff08Nurturing\uff09<\/b><\/h3>\n<p>\u9019\u968e\u6bb5\u6709\u9ede\u50cf\u5728\u300c\u990a\u5ba2\u300d\u3002\u53ef\u80fd\u8981\u82b1\u597d\u5e7e\u6b21\u901a\u8a71\u3001\u6703\u8b70\uff0c\u624d\u80fd\u6162\u6162\u8b93\u5c0d\u65b9\u5c0d\u4f60\u6709\u4fe1\u4efb\u611f\uff0c\u4e5f\u8b93\u4f60\u66f4\u4e86\u89e3\u4ed6\u5011\u771f\u6b63\u7684\u75db\u9ede\u5728\u54ea\uff0c\u9019\u6a23\u4f60\u624d\u80fd\u7cbe\u6e96\u51fa\u62db\u3002<\/p>\n<h3><b>5. \u9001\u51fa\u63d0\u6848\uff08Proposal\uff09<\/b><\/h3>\n<p>\u7b49\u4f60\u771f\u7684\u4e86\u89e3\u5ba2\u6236\u7684\u9700\u6c42\u5f8c\uff0c\u5c31\u8a72\u7aef\u51fa\u8aa0\u610f\u5566\uff01\u6e96\u5099\u4e00\u4efd\u91cf\u8eab\u6253\u9020\u7684\u63d0\u6848\uff0c\u6e05\u695a\u8aaa\u660e\u4f60\u7684\u7522\u54c1\u600e\u9ebc\u5e6b\u4ed6\u5011\u89e3\u6c7a\u554f\u984c\uff0c\u529f\u80fd\u3001\u6548\u76ca\u90fd\u8981\u8b1b\u5230\u9ede\u4e0a\u3002<\/p>\n<h3><b>6. \u8ac7\u5224\u6642\u9593\uff08Negotiation or objection handling\uff09<\/b><\/h3>\n<p>\u6709\u6642\u5ba2\u6236\u6703\u5c0d\u50f9\u683c\u3001\u5167\u5bb9\u6216\u689d\u6b3e\u63d0\u51fa\u4fee\u6539\uff0c\u9019\u6642\u5c31\u8981\u9032\u5165\u8ac7\u5224\u3002\u8655\u7406\u7570\u8b70\u3001\u8abf\u6574\u7d30\u7bc0\uff0c\u8b93\u96d9\u65b9\u90fd\u80fd\u63a5\u53d7\u662f\u95dc\u9375\u3002<\/p>\n<h3><b>7. \u6210\u4ea4\uff08Closing\uff09<\/b><\/h3>\n<p>\u8ac7\u59a5\u4e86\u5c31\u4f86\u7c3d\u55ae\uff01\u4e00\u4efd\u6b63\u5f0f\u5408\u7d04\u6216\u8a02\u55ae\u4ee3\u8868\u9019\u7b46\u4ea4\u6613\u5b8c\u6210\uff0c\u6709\u4e9b\u516c\u53f8\u4e5f\u6703\u5728\u9019\u6642\u628a\u5ba2\u6236\u8f49\u4ea4\u7d66\u5ba2\u670d\u5718\u968a\uff0c\u9032\u5165\u5f8c\u7e8c\u7684\u5c0e\u5165\u8207\u95dc\u4fc2\u7dad\u8b77\u968e\u6bb5\u3002<\/p>\n<h3><b>8. \u552e\u5f8c\u8ddf\u9032\uff08Post-sales\uff09<\/b><\/h3>\n<p>\u6210\u4ea4\u4e0d\u662f\u7d50\u675f\uff0c\u800c\u662f\u4e0b\u4e00\u500b\u958b\u59cb\u3002\u9019\u968e\u6bb5\u53ef\u4ee5\u56de\u8a2a\u5ba2\u6236\uff0c\u770b\u4ed6\u5011\u7528\u5f97\u600e\u9ebc\u6a23\uff0c\u6709\u6c92\u6709\u65b0\u7684\u9700\u6c42\uff0c\u751a\u81f3\u6709\u6a5f\u6703\u505a\u4e8c\u6b21\u92b7\u552e\u3001\u4ea4\u53c9\u92b7\u552e\u3002\u9019\u4e5f\u662f\u6536\u96c6\u56de\u994b\u3001\u512a\u5316\u7522\u54c1\u548c\u92b7\u552e\u7b56\u7565\u7684\u9ec3\u91d1\u6642\u6a5f\uff01<\/p>\n<h2><b>\u8ab0\u8a72\u4f86\u7ba1 pipeline\uff1f\u9019\u4e0d\u662f\u4e00\u500b\u4eba\u7684\u4e8b<\/b><\/h2>\n<p>\u8981\u628a pipeline \u7ba1\u597d\uff0c\u771f\u7684\u9700\u8981\u7d30\u5fc3\u53c8\u6709\u7d00\u5f8b\u3002\u800c\u9019\u6a23\u7684\u8cac\u4efb\uff0c\u6700\u9069\u5408\u4ea4\u7d66\u4ee5\u4e0b\u9019\u4e9b\u4eba\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>\u7b2c\u4e00\u7dda\u696d\u52d9\u4eba\u54e1\uff08Sales reps\uff09<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u696d\u52d9\u7d93\u7406\u6216\u5ba2\u6236\u7d93\u7406\uff08Sales &amp; Account Managers\uff09<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u696d\u52d9\u4e3b\u4efb\u6216\u5ba2\u6236\u4e3b\u4efb\uff08Account Executives\uff09<\/b><\/li>\n<li style=\"font-weight: 400\"><b>\u5e36\u968a\u7684\u4e3b\u7ba1\uff08Team Leads\uff09<\/b>&nbsp;<\/li>\n<\/ul>\n<p>\u7576\u6bcf\u500b\u696d\u52d9\u90fd\u80fd\u8ca0\u8cac\u81ea\u5df1\u624b\u4e0a\u7684 pipeline\uff0c\u4e0d\u4f46\u6d41\u7a0b\u66f4\u9806\uff0c\u4e3b\u7ba1\u4e5f\u80fd\u628a\u66f4\u591a\u7cbe\u529b\u653e\u5728\u8655\u7406\u5ba2\u6236\u7684\u7591\u616e\u3001\u63a7\u7ba1\u98a8\u96aa\u3001\u9084\u6709\u5e6b\u6574\u500b\u5718\u968a\u5347\u7d1a\u92b7\u552e\u80fd\u529b\u4e0a\u3002\u5927\u5bb6\u5206\u5de5\u660e\u78ba\uff0c\u6548\u7387\u81ea\u7136\u5c31\u8d77\u4f86\u4e86\uff01<\/p>\n<p><b>Try monday CRM<\/b><\/p>\n<h2><b>\u7ba1\u597d pipeline \u7684 5 \u500b\u5c0f\u6487\u6b65\uff0c\u5e6b\u4f60\u7a69\u7a69\u885d\u696d\u7e3e<\/b><\/h2>\n<p>\u96d6\u7136\u7ba1\u7406 pipeline \u4e0d\u662f\u4e00\u6574\u5929\u90fd\u8981\u9ecf\u8457\u7684\u5de5\u4f5c\uff0c\u4f46\u8981\u771f\u7684\u628a\u5b83\u73a9\u5f97\u597d\uff0c\u4f60\u9084\u662f\u5f97\u5b9a\u671f\u76ef\u3001\u52e4\u5feb\u8abf\u6574\u3002\u4e0b\u9762\u9019 5 \u500b\u5be6\u6230\u6280\u5de7\uff0c\u80fd\u5e6b\u4f60\u628a pipeline \u7ba1\u5f97\u53c8\u9806\u53c8\u6709\u7e3e\u6548\uff01<\/p>\n<h3><b>1. \u5ba2\u6236\u540d\u55ae\u8981\u4e00\u76f4\u6316\uff0c\u4e0d\u80fd\u9b06\u61c8<\/b><\/h3>\n<p>\u4f60\u53ef\u80fd\u89ba\u5f97\u300c\u627e\u540d\u55ae\u300d\u9019\u4ef6\u4e8b\u5f88\u57fa\u672c\uff0c\u4f46\u5f88\u591a\u696d\u52d9\u4e00\u770b\u5230\u81ea\u5df1 pipeline \u88e1\u585e\u6eff\u4e86\uff0c\u5c31\u6703\u958b\u59cb\u653e\u6162\u8173\u6b65\u3002\u932f\uff01\u771f\u6b63\u7684\u9ad8\u624b\u662f pipeline \u770b\u8d77\u4f86\u518d\u6eff\uff0c\u4e5f\u7167\u6a23\u4e0d\u505c\u627e\u65b0\u6a5f\u6703\uff0c\u9019\u6a23\u624d\u80fd\u78ba\u4fdd\u6848\u5b50\u4e00\u76f4\u9032\u3001\u76ee\u6a19\u8f15\u9b06\u7834\u3001\u9084\u80fd\u5237\u65b0\u696d\u7e3e\u7d00\u9304\uff01<\/p>\n<h3><b>2. \u8ddf\u9032\u8981\u8b8a\u6210\u65e5\u5e38\uff0c\u4e0d\u80fd\u9760\u5fc3\u60c5<\/b><\/h3>\n<p>\u73fe\u5728\u65e9\u5c31\u4e0d\u662f\u300c\u6253\u4e00\u901a\u96fb\u8a71\u5c31\u7c3d\u55ae\u300d\u7684\u5e74\u4ee3\u4e86\u3002\u6839\u64da Databox \u7684\u7814\u7a76\uff0c\u5e73\u5747\u4e00\u7b46\u4ea4\u6613\u8981\u8dd1 2.1 \u500b\u6708\uff0cB2B SaaS \u696d\u52d9\u66f4\u53ef\u80fd\u62d6\u5230 2.5 \u500b\u6708\u3002\u800c\u4e14\u6f5b\u5728\u5ba2\u6236\u6bcf\u5929\u90fd\u88ab\u96fb\u8a71\u3001email\u3001\u79c1\u8a0a\u3001\u5ee3\u544a\u72c2\u8f5f\u731b\u70b8\uff0c\u4f60\u7684\u8ddf\u9032\u8981\u5920\u6709\u8010\u5fc3\u3001\u5920\u6709\u50f9\u503c\uff0c\u624d\u6709\u6a5f\u6703\u5f9e\u96dc\u8a0a\u4e2d\u812b\u7a4e\u800c\u51fa\u3002<\/p>\n<p>\u50cf monday CRM \u5c31\u80fd\u5e6b\u4f60\u8a2d\u5b9a\u63d0\u9192\uff0c\u8b93\u4f60\u81ea\u52d5\u77e5\u9053\u4ec0\u9ebc\u6642\u5019\u8a72\u8ddf\u9032\u8ab0\uff0c\u6d41\u7a0b\u8dd1\u8d77\u4f86\u66f4\u9806\u3002<\/p>\n<h3><b>3. <\/b><a href=\"https:\/\/monday.com\/blog\/zh_TW\/project-management-zh\/smart_kpi\/\"><b>KPI<\/b><\/a><b> \u4e0d\u7528\u8ffd\u4e00\u5806\uff0c\u6293\u5c0d\u5e7e\u500b\u5c31\u5920\u4e86<\/b><\/h3>\n<p>\u80fd\u8ffd\u7684\u6307\u6a19\u8d85\u591a\uff0c\u4f46\u4f60\u4e0d\u9700\u8981\u6bcf\u500b\u90fd\u770b\uff0c\u9078\u5e7e\u500b\u5c0d\u5718\u968a\u8ddf\u516c\u53f8\u771f\u7684\u6709\u5e6b\u52a9\u3001\u5927\u5bb6\u770b\u5f97\u61c2\u7684\u6700\u91cd\u8981\u3002\u4ee5\u4e0b\u9019\u5e7e\u500b KPI \u503c\u5f97\u7d0d\u5165\u4f60\u7684 pipeline \u7ba1\u7406\u4e2d\uff1a<\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>\u92b7\u552e\u63a8\u9032\u901f\u5ea6<\/b>\uff1a\u6f5b\u5728\u5ba2\u6236\u5728\u6d41\u7a0b\u4e2d\u8dd1\u591a\u5feb<\/li>\n<li style=\"font-weight: 400\"><b>\u5e73\u5747\u6210\u4ea4\u91d1\u984d<\/b>\uff1a\u4e00\u6bb5\u6642\u9593\u5167\u6210\u4ea4\u7684\u5e73\u5747\u50f9\u503c<\/li>\n<li style=\"font-weight: 400\"><b>pipeline \u7e3d\u50f9\u503c<\/b>\uff1a\u76ee\u524d pipeline \u88e1\u6240\u6709\u6848\u5b50\u7684\u7e3d\u91d1\u984d<\/li>\n<li style=\"font-weight: 400\"><b>\u6210\u4ea4\u7387<\/b>\uff1a\u6210\u4ea4\u7684\u6bd4\u4f8b\u9ad8\u4e0d\u9ad8<\/li>\n<li style=\"font-weight: 400\"><b>\u56de\u61c9\u901f\u5ea6<\/b>\uff1a\u4f60\u591a\u5feb\u56de\u61c9\u6f5b\u5728\u5ba2\u6236\u7684\u7b2c\u4e00\u6b21\u8a62\u554f&nbsp;<\/li>\n<\/ul>\n<p>\u9019\u4e9b\u6578\u5b57\u4e0d\u53ea\u662f\u5831\u8868\u597d\u770b\u7528\u7684\uff0c\u9084\u80fd\u5e6b\u4f60\u6293\u51fa\u512a\u5316\u7a7a\u9593\uff0c\u6253\u901a\u6bcf\u500b\u92b7\u552e\u74f6\u9838\uff01<\/p>\n<h3><b>4. \u628a\u91cd\u8907\u5de5\u4f5c\u4ea4\u7d66\u81ea\u52d5\u5316\u4f86\u505a<\/b><\/h3>\n<p>\u5fb7\u570b\u7d93\u6fdf\u5b78\u5bb6 E.F. Schumacher \u66fe\u8aaa\u904e\u4e00\u53e5\u8d85\u6709\u611f\u7684\u8a71\uff1a\u300c\u4efb\u4f55\u81ea\u4ee5\u70ba\u8070\u660e\u7684\u4eba\u90fd\u80fd\u628a\u4e8b\u60c5\u641e\u5f97\u53c8\u5927\u53c8\u8907\u96dc\uff0c\u4f46\u771f\u6b63\u8070\u660e\u7684\u4eba\uff0c\u662f\u6562\u628a\u4e8b\u60c5\u8b8a\u7c21\u55ae\u7684\u4eba\u3002\u300d<\/p>\n<p>\u6c92\u932f\uff01\u7c21\u55ae\u6700\u96e3\uff0c\u4e5f\u6700\u53b2\u5bb3\u3002<br \/>\n\u4f60\u7684\u696d\u52d9\u662f\u4f86\u8ac7\u55ae\u7684\uff0c\u4e0d\u662f\u4f86\u641e\u884c\u653f\u96dc\u52d9\u7684\uff0c\u9019\u6642\u5019\u5c31\u8a72\u5584\u7528\u81ea\u52d5\u5316\u5566\uff01<\/p>\n<p>\u8209\u500b\u4f8b\u5b50\uff1a\u7576\u67d0\u500b\u6f5b\u5728\u5ba2\u6236\u7684\u300c\u8a55\u5206\u300d\u5230\u9054\u4f60\u8a2d\u5b9a\u7684\u6a19\u6e96\u6642\uff0c\u7cfb\u7d71\u5c31\u6703\u81ea\u52d5\u767c\u901a\u77e5\u7d66\u8ca0\u8cac\u7684\u696d\u52d9\uff0c\u63d0\u9192\u4ed6\u8a72\u51fa\u624b\u4e86\u3002\u4e0d\u7528\u4eba\u5de5\u4e00\u500b\u4e00\u500b\u8ffd\u8e64\uff0c\u6548\u7387\u77ac\u9593\u5347\u7d1a\u3002<\/p>\n<h3><b>5. pipeline \u4e0d\u6574\u7406\uff0c\u5c31\u6703\u8d8a\u4f86\u8d8a\u300c\u5047\u8c61\u300d<\/b><\/h3>\n<p>\u5982\u679c\u4f60\u9577\u671f\u4e0d\u6574\u7406 pipeline\uff0c\u5b83\u5c31\u6703\u8b8a\u5f97\u50cf\u5783\u573e\u5806\u4e00\u6a23\uff0c\u4e00\u5806\u65e9\u5c31\u6c92\u5e0c\u671b\u7684\u6848\u5b50\u9084\u64fa\u5728\u90a3\u88e1\uff0c\u770b\u8d77\u4f86\u5f88\u8c50\u6eff\uff0c\u5176\u5be6\u4e00\u6233\u5c31\u7834\u3002<\/p>\n<p>\u60f3\u50cf\u4e00\u4e0b\uff0c\u4f60\u53bb\u5e74\u5831\u4e86\u4e00\u5f35 $8,000 \u7684\u63d0\u6848\u7d66\u4e00\u500b\u5ba2\u6236\uff0c\u7d50\u679c\u5c0d\u65b9\u5f9e\u90a3\u4e4b\u5f8c\u5c31\u50cf\u4eba\u9593\u84b8\u767c\u4e00\u6a23\uff0c\u4e0d\u63a5\u96fb\u8a71\u3001\u4e0d\u56de\u4fe1\u3001\u793e\u7fa4\u8a0a\u606f\u5df2\u8b80\u4e0d\u56de\u3002\u8001\u5be6\u8aaa\uff0c\u9019\u55ae\u5927\u6982\u65e9\u5c31\u6c92\u6551\u4e86\u2014\u2014\u53ef\u80fd\u8208\u8da3\u6c92\u4e86\u3001\u9810\u7b97\u7528\u5149\u4e86\uff0c\u751a\u81f3\u65e9\u5c31\u8cb7\u5225\u4eba\u7684\u6771\u897f\u4e86\u3002<\/p>\n<p>\u5982\u679c\u4f60\u9084\u628a\u9019\u55ae\u64fa\u5728 pipeline \u88e1\uff0c\u6bcf\u500b\u6708\u90fd\u7b97\u9032\u53bb\uff0c\u53ea\u6703\u8b93\u4f60\u7684\u92b7\u552e\u9810\u6e2c\u770b\u8d77\u4f86\u5f88\u7f8e\uff0c\u7d50\u679c\u537b\u5b8c\u5168\u4e0d\u6e96\u3002<br \/>\n\u8070\u660e\u7684\u505a\u6cd5\u662f\uff1a\u8a72\u6e05\u7684\u6e05\u6389\uff0c\u628a\u9019\u985e\u6848\u5b50\u5148\u5f9e\u6e05\u55ae\u79fb\u9664\uff0c\u8a2d\u500b\u63d0\u9192\uff0c\u5e7e\u500b\u6708\u5f8c\u518d\u4f86\u95dc\u5fc3\u4ed6\u662f\u4e0d\u662f\u91cd\u65b0\u6709\u8208\u8da3\u3002<\/p>\n<h2><b>\u60f3\u628a pipeline \u7ba1\u597d\uff1f\u8b93 monday CRM \u5e6b\u4f60\u8d85\u524d\u90e8\u7f72\uff01<\/b><\/h2>\n<p>\u8981\u505a\u597d pipeline \u7ba1\u7406\uff0c\u6700\u95dc\u9375\u7684\u4e0d\u662f\u300c\u7528\u529b\u505a\u300d\uff0c\u800c\u662f\u8981\u6709\u4e00\u5957\u80fd\u91cd\u8907\u8907\u88fd\u3001\u7a69\u7a69\u51fa\u6210\u679c\u7684\u6d41\u7a0b\u3002\u9019\u6642\u5019\uff0c\u4f60\u5c31\u9700\u8981\u4e00\u500b\u5920\u5f37\u5927\u3001\u5920\u76f4\u89ba\u7684\u5de5\u5177\uff0c\u5e6b\u4f60\u4e00\u76ee\u4e86\u7136\u5730\u638c\u63e1\u6bcf\u500b\u92b7\u552e\u968e\u6bb5\uff0c\u4e26\u4e3b\u52d5\u8ffd\u8e64\u90a3\u4e9b\u6700\u6709\u53ef\u80fd\u6210\u4ea4\u7684\u6a5f\u6703\u3002<\/p>\n<p><b>monday CRM<\/b> \u5c31\u662f\u5c08\u70ba\u92b7\u552e\u8207\u5c0d\u5ba2\u5718\u968a\u8a2d\u8a08\u7684\u7cfb\u7d71\uff0c\u5b83\u5efa\u69cb\u5728 monday.com \u7684 Work OS \u5e73\u53f0\u4e0a\uff0c\u4e0d\u53ea\u4ecb\u9762\u597d\u7528\uff0c\u529f\u80fd\u9084\u8d85\u5b8c\u6574\uff0c\u8b93\u4f60\u628a pipeline \u7ba1\u5f97\u7cbe\u6e96\u53c8\u5230\u4f4d\u3002<\/p>\n<h3><b>\u81ea\u5e36\u52d5\u614b\u66f4\u65b0\u7684\u8cc7\u6599\u770b\u677f<\/b><\/h3>\n<p>\u8ddf\u5176\u4ed6 <a href=\"https:\/\/monday.com\/blog\/zh_TW\/crm-and-sales-zh\/crm_system_recommendation\/\">CRM<\/a> \u7cfb\u7d71\u6bd4\u8d77\u4f86\uff0cmonday CRM \u6700\u5927\u7684\u4eae\u9ede\u4e4b\u4e00\u5c31\u662f\u5b83\u6709\u9810\u8a2d\u597d\u7684 entity boards\uff08\u8cc7\u6599\u770b\u677f\uff09\uff0c\u4f60\u4e0d\u7528\u81ea\u5df1\u4e00\u500b\u500b\u62c9\u5831\u8868\u3002\u53ea\u8981\u4f60\u9001\u51fa\u4e00\u4efd\u63d0\u6848\u3001\u6216\u6210\u4ea4\u4e00\u7b46\u6848\u5b50\uff0c\u7cfb\u7d71\u5c31\u6703\u81ea\u52d5\u66f4\u65b0\u5100\u8868\u677f\u548c\u5831\u544a\uff0c\u5e6b\u4f60\u628a\u6240\u6709\u9032\u5ea6\u3001\u6578\u64da\u90fd\u540c\u6b65\u8d77\u4f86\uff0c\u4e0d\u6015\u8cc7\u8a0a\u843d\u5f8c\u3001\u4e5f\u4e0d\u7528\u91cd\u8907\u8f38\u5165\uff0c\u8d85\u65b9\u4fbf\uff01<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250404\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-1024x581.png\" alt=\"\" width=\"1024\" height=\"581\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-1024x581.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-300x170.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-768x436.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17-1536x871.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/1-17.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>\u81ea\u52d5\u5316\u7701\u529b\u795e\u5668\uff0c\u8a72\u4ea4\u7d66\u7cfb\u7d71\u505a\u7684\u5c31\u4ea4\u51fa\u53bb\uff01<\/b><\/h3>\n<p>\u5728 monday CRM \u88e1\uff0c\u4f60\u53ef\u4ee5\u8a2d\u5b9a\u5f88\u591a\u300c\u53ea\u8981\u767c\u751f\u67d0\u4ef6\u4e8b\uff0c\u5c31\u5e6b\u6211\u81ea\u52d5\u505a\u67d0\u4ef6\u4e8b\u300d\u7684\u689d\u4ef6\u52d5\u4f5c\u3002\u50cf\u662f\uff1a\u67d0\u500b\u6f5b\u5728\u5ba2\u6236\u7684\u72c0\u614b\u6539\u8b8a\u4e86\uff0c\u5c31\u81ea\u52d5\u5206\u6d3e\u7d66\u67d0\u4f4d\u696d\u52d9\u3001\u6216\u628a\u4ed6\u79fb\u5230\u4e0b\u4e00\u968e\u6bb5\uff0c\u5b8c\u5168\u4e0d\u7528\u4eba\u5de5\u8655\u7406\u3002<\/p>\n<p>\u800c\u4e14\u66f4\u731b\u7684\u662f\uff0cmonday CRM \u80fd\u6574\u5408\u4f60\u73fe\u6709 tech stack \u88e1\u8d85\u904e 72 \u7a2e\u5e38\u898b\u5de5\u5177\u3002\u610f\u601d\u5c31\u662f\uff0c\u90a3\u4e9b\u8d85\u7d1a\u7121\u804a\u7684\u91cd\u8907\u6027\u5de5\u4f5c\uff0c\u50cf\u662f\u8a18\u9304\u806f\u7d61\u7d00\u9304\u3001\u56de\u8986\u72c0\u614b\u8b8a\u66f4\u9019\u4e9b\uff0c\u90fd\u80fd\u8b93\u7cfb\u7d71\u81ea\u52d5\u8dd1\uff0c\u4e0d\u7528\u4f60\u591a\u82b1\u6642\u9593\u3002<\/p>\n<p>\u8209\u500b\u4f8b\u5b50\uff1a\u4f60\u53ef\u4ee5\u8a2d\u5b9a\uff0c\u53ea\u8981\u6f5b\u5728\u5ba2\u6236\u6253\u958b\u4f60\u7528 Gmail \u5bc4\u51fa\u53bb\u7684\u4fe1\uff0c\u7cfb\u7d71\u5c31\u81ea\u52d5\u5e6b\u4f60\u8a18\u4e00\u7b46\u4e92\u52d5\u7d00\u9304\uff0c\u5b8c\u5168\u4e0d\u7528\u4f60\u624b\u52d5\u66f4\u65b0\uff01<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250412\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-1024x518.png\" alt=\"\" width=\"1024\" height=\"518\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-1024x518.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-300x152.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-768x389.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16-1536x778.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/2-16.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>\u51fa\u9580\u5728\u5916\u4e5f\u4e0d\u6f0f\u63a5\u9032\u5ea6\uff0c\u884c\u52d5\u7248 CRM \u8d85\u65b9\u4fbf<\/b><\/h3>\n<p>\u73fe\u5728\u505a\u696d\u52d9\uff0c\u600e\u9ebc\u53ef\u80fd\u9084\u53ea\u80fd\u5750\u5728\u96fb\u8166\u524d\uff1f\u7528 <b>monday CRM<\/b>\uff0c\u4f60\u5c31\u80fd\u5728\u8def\u4e0a\u63a5\u96fb\u8a71\u3001\u767c email\uff0c\u751a\u81f3\u6703\u8b70\u7d00\u9304\u4e5f\u81ea\u52d5\u5e6b\u4f60\u5b58\u597d\uff0c\u4e0d\u7528\u518d\u624b\u5beb\u7b46\u8a18\u3002<\/p>\n<p>\u6700\u68d2\u7684\u662f\uff0c\u6240\u6709\u8cc7\u6599\u90fd\u96c6\u4e2d\u5728\u4e00\u500b\u5730\u65b9\uff0c\u4e0d\u6703\u6563\u843d\u4e00\u5806\u7cfb\u7d71\uff0c\u4f46\u4f60\u53ea\u8981\u62ff\u51fa\u624b\u6a5f\uff0c\u5c31\u80fd\u5373\u6642\u67e5\u8a62\uff0c\u5ba2\u6236\u4e92\u52d5\u7d00\u9304\u3001\u901a\u8a71\u5167\u5bb9\u3001\u6703\u8b70\u6458\u8981\u901a\u901a\u6709\uff0c\u8d85\u7d1a\u65b9\u4fbf\uff01<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-250420\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-1024x658.png\" alt=\"\" width=\"1024\" height=\"658\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-1024x658.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-300x193.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-768x493.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15-1536x987.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/3-15.png 1999w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>\u92b7\u552e\u72c0\u6cc1\u4e00\u76ee\u4e86\u7136\uff0c\u900f\u660e\u5ea6\u7206\u8868<\/b><\/h3>\n<p>\u5728 monday CRM \u88e1\uff0c\u4f60\u53ef\u4ee5\u5f9e\u6f5b\u5728\u5ba2\u6236\u4e00\u958b\u59cb\u9032\u5165 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pipeline\u3001\u8b93\u696d\u7e3e\u9806\u5230\u7206\u4e86\u55ce\uff1f\u514d\u8cbb\u8a66\u7528 monday CRM\uff0c\u73fe\u5728\u5c31\u4e0a\u624b\uff01<\/p>\n<p><b>Try monday CRM<\/b><\/p>\n<h2><b>\u5e38\u898b\u554f\u984c Q&amp;A<\/b><\/h2>\n"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u4ec0\u9ebc\u662f Pipeline Management\uff08\u92b7\u552e\u6d41\u7a0b\u7ba1\u7406\uff09\uff1f | monday.com Blog<\/title>\n<meta name=\"description\" content=\"\u60f3\u63d0\u5347\u696d\u7e3e\u5c31\u8981\u61c2 Pipeline Management\uff01\u5b8c\u6574\u89e3\u6790\u92b7\u552e\u6d41\u7a0b\u516b\u5927\u968e\u6bb5\uff0c\u642d\u914d\u4e94\u5927\u7ba1\u7406\u6280\u5de7\uff0c\u5e6b\u4f60\u7cbe\u6e96\u8ffd\u8e64\u5546\u6a5f\u3001\u63d0\u5347\u6210\u4ea4\u7387\uff0c\u5718\u968a\u6548\u7387\u8207\u71df\u6536\u540c\u6b65\u5927\u5e45\u5347\u7d1a\uff01\" \/>\n<meta name=\"robots\" content=\"index, follow, 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